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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,259 | $201,372-57.7% | $184,260-53.7% | $145,884-41.6% |
| Participation rate | 58.3% | 87.5%-29.2pp | 86.8%-28.5pp | 80.3%-22.0pp |
| Annual return | 19.93% | 29.04%-9.1pp | 28.84%-8.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $1,278 | $7,024-81.8% | $6,427-80.1% | $4,662-72.6% |
| Participant deferral / active EE | $7,423 | $9,808-24.3% | $9,133-18.7% | $6,690+11.0% |
| Admin fee / account holder | $192 | $16,362-98.8% | $13,898-98.6% | $13,392-98.6% |